Quintessence Wealth
Portfolio Management duties include, but are not limited to: Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client’s best interest.…
About Q Wealth PartnersQ Wealth Partners is a nationwide independent Portfolio Manager in Canada. Its unique partnership model helps advisors transition seamlessly from the brokerage world to launching their own firms. By offering fractional ownership in expert staffing, marketing, technology,…
Job Overview The Fund Accountant is responsible for maintaining accurate financial records across a portfolio of daily priced pooled funds, ensuring full compliance with accounting standards and regulatory requirements. This role provides a dynamic opportunity to deepen expertise in fund…
Position Overview: The Fund Accountant is responsible for maintaining accurate financial records across a portfolio of daily priced pooled funds, ensuring full compliance with accounting standards and regulatory requirements. This role provides a dynamic opportunity to deepen expertise in fund…